Benefits of copying a purchase order

The copy functionality can save you considerable work. For example:

• If you have several warehouses, and each is receiving the same shipment, you can enter the order once and copy the order to the other ShipTto warehouses.
• If you placed an order last month, and decide you want to reorder the same products, you can copy last month’s order to a new purchase order.
• If a purchase order is canceled, but you later decide to place the order, you can copy the canceled purchase order to a new purchase order.

You can copy the contents of a purchase order to a new purchase order for the same or different vendor or ship-from combination. You can copy purchase orders in all stages and of all types; however, you can only copy them to these purchase order types: Purchase Order (PO), Blanket Order (BL), Return Merchandise (RM), or Quote (QU).

There are some limitations when copying a purchase order. For example:

• Line items that are tied to Sales Order Entry or warehouse Transfer orders are copied to the new order, but without the tie.
• If a regular product contains serial or lot numbers, manually access the new order to add the new numbers to the line items.
• If you save the original quote, a new purchase order number is assigned to the new quote. If you do not save the original, the same order number is used.
• Before you can copy a purchase order to a non-resale vendor, these validations occur:
  • in Vendor Setup-Ordering view, the Resale option is selected,
  • in SA Operator Setup, the Allow PO Entry of Non-Resale Items option is selected,
  • the operator's security level.